Hillcrest Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Hillcrest Asset Management’s Portfolio PDM Stock Details PDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$12.2M	Sell	665,552 -97,100	-13%	-$1.78M	1.86%	18
2021 Q3	$13.3M	Buy	762,652 +97,854	+15%	+$1.78M	1.9%	20
2021 Q2	$12.3M	Sell	664,798 -124,310	-16%	-$2.31M	1.66%	30
2021 Q1	$13.7M	Sell	789,108 -3,480	-0.4%	-$58.7K	1.6%	33
2020 Q4	$12.9M	Sell	792,588 -2,040	-0.3%	-$30K	1.75%	32
2020 Q3	$10.8M	Buy	794,628 +286,401	+56%	+$4.44M	1.91%	23
2020 Q2	$8.44M	Buy	508,227 +45,970	+10%	+$767K	1.54%	38
2020 Q1	$8.16M	Buy	+462,257	New	+$9.97M	1.96%	22

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hillcrest Asset Management's PDM Position: Q4 2021 in Review

Hillcrest Asset Management reduced its Piedmont Realty Trust (PDM) stake by 13% in Q4 2021, selling an estimated $1.78M and leaving 665,552 shares worth $12.2M. The position accounts for 1.86% of the portfolio, ranked #18.

Hillcrest Asset Management first reported a position in PDM in Q1 2020 and has held it in 8 quarters since. The position peaked at $13.7M in Q1 2021. 239 funds tracked by Wall St. Rank hold PDM as of Q4 2021.

Hillcrest Asset Management held 665,552 shares of Piedmont Realty Trust worth $12.2M as of Q4 2021.
Hillcrest Asset Management sold 97,100 Piedmont Realty Trust shares in Q4 2021, an estimated $1.78M.
Piedmont Realty Trust made up 1.86% of Hillcrest Asset Management's portfolio in Q4 2021, its #18 holding.
Hillcrest Asset Management first reported a position in Piedmont Realty Trust in Q1 2020 and has held it in 8 quarters since.
Hillcrest Asset Management's Piedmont Realty Trust position peaked at $13.7M in Q1 2021.
239 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2021.

Based on Hillcrest Asset Management's 13F filing for Q4 2021, filed 24 Feb 2022.